Edelweiss Multi - Asset Allocation Direct Plan
Scheme Type
Open-ended
Scheme Category
Multi Asset Allocation
Benchmark Type
Nifty 50 Index
Scheme AUM (in Crs.)
₹ 6.05
Expense Ratio
1.39%
Scheme Class
Hybrid
AMC AUM (in Crs.)
₹ 11862
Min Subscription
₹ 5000
Min Addition Subscription
₹ 1000
Performance
Comparison
Portfolio
Details
Analysis
AMC Details
Launch Date
30 Apr 2008
Sponsor
NA
Email
investor.amc@edelcap.com
Phone
022 - 40979900
Address
5th Floor, One Indiabulls Centre,Tower 1, 841,Senapati Bapat Marg, Mumbai - 400 013
Tax Implications
Short Term Capital Gain (Holding period < 12months):
Rates applicable to the Investor as per Tax slab.
Long Term Capital Gain:
22.88% - 23.92%
(20% with Indexation Benefit + Surcharge @ 10%-15% + 4% Health & Education Cess)
Taxation on Dividends:
28.84%
(Dividend Distribution Tax is paid by the mutual funds and not by investors.)
Risk
Moderately High
Exit Load
N.A.
Scheme Information Document (SID)
Read mutual fund scheme information document on AMC website to know fund information in detail.
Objective
The objective of the Scheme is to generate returns through capital appreciation by investing in diversified portfolio of equity and equity-related securities, fixed income instruments and Gold Exchange Traded Funds.
However, there is no assurance that the investment objective of the Scheme will be realized.
Suitability
This product is suitable for investors who are seeking
• to create wealth in the long term
• investment in equity and equity-related securities including equity derivatives
SIP/Lump Sum Calculator
Enter Investment Amount
For how many years?
₹1,000
Investment per month for 0.5 Years
₹6,019
Portfolio Value
₹19
Total Returns
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